Franklin Templeton is a global investment management organization driven to deliver innovative investment solutions and superior service to clients, spanning various asset classes including equities, fixed income, alternatives, and multi-asset. They manage assets for institutions, mutual funds, and individual investors worldwide.
Not specified
INR 10.0 - 20.0 Lacs P.A.
Hybrid
Full Time
At Franklin Templeton, were driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise thats both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clients’ achievements.Come join us in delivering better outcomes for our clients around the world!What is the Composite group responsible for?Composite Group, where you’ll ensure GIPS compliance and manage composite calculations, supporting various GIPS firms across the organization. This role involves overseeing all aspects of GIPS compliance, including composite building, calculation, and firmwide reporting, as well as coordinating annual GIPS audits and handling ad-hoc requests. You’ll work with a diverse range of asset types, including equity, fixed income, multi-assets, and digital assets, within both SMA and institutional business lines. Additionally, you’ll lead and contribute to composite-related projects, system integrations, and initiatives aimed at enhancing operational efficiencies.The ideal candidate will possess strong analytical skills, the ability to think independently, and proven experience in a fast-paced, dynamic environment. At Franklin Templeton, we value innovation, collaboration, and a commitment to excellence, offering you the opportunity to make a significant impact within a talented team dedicated to achieving outstanding results What is Senior Composite Analyst – Investment Performance and Risk responsible for? Providing data and support to marketing, sales, product and other internal teams regarding composite performance, portfolio dispersion, risk statistics and other performance related inquiries.Gather documents, research issues and support annual GIPS verifications Perform data validation, exception processing and composite dispersion testing to improve data coverage and to ensure accuracy.Create and run database queries, design report templates and improve monthly processing.Stay current with GIPS policies and changes, apply GIPS standards to composite building and reporting.Perform analysis of the portfolios to explain the portfolios’ return and characteristics.Prepare daily, weekly, monthly, and quarterly reports using the information from various applications / teams to deliver accurate reports within prescribed deadlines ensuring that all internal controls are met.Maintain composites records in accordance with Global Investment Performance Standard (GIPS®); and work to support the Firm’s annual external verification.Support various composite and GIPS projects, including automation / standardization, GIPS policy and procedures and efforts to improve deliverables.Strong proficiency in Excel is must, VLOOKUP, Pivot tables, INDEX, COUNTIF, SUMIF, power query, Pivot etc.What ideal qualifications, skills & experience would help someone to be successful?Bachelor's degree, preferably in a quantitative discipline, MBA or Master of Financial Engineering.4-10 years relevant work experience in the Financial Services Industry generally, preferably some with investment performance, compositing and GIPS compliance.Superior quantitative skills required. The candidate should be familiar with statistical theory and have a good understanding of financial instruments and markets. Progress toward or completion of CFA or CIPM preferredGood working knowledge of performance and risk.Proficiency with SQL is desirable, as is evidence of experience with data related projects.Work Shift Timings - 2:00 PM - 11:00 PM IST
Not specified
INR 4.0 - 4.25 Lacs P.A.
Work from Office
Full Time
Position: Fixed Bid ContractorRole : Business Development Employment Type: Contractual / Off-Roll Location: Pune Reporting To: Senior Sales ManagerKey Responsibilities:Sales & Relationship Management:Drive sales by managing relationships with Individual Distributors (IFAs) and National Distributors (NDs).Achieve assigned sales targets by engaging with distributors and ensuring consistent business growth.Client Engagement & Meetings:Conduct one-on-one meetings and group interactions with distributors to strengthen relationships.Actively participate in branch-level sales enablement activities, such as Investor Awareness Programs and Distributor Large-Format Meetings.Business Development & Market Outreach:Identify opportunities to expand distributor engagement and enhance mutual fund distribution.Support the execution of distributor training, product discussions, and business-building initiatives.Reporting & CRM Management:Maintain accurate records of all meetings and interactions in the CRM system, preferably on a daily basis.Provide timely updates on distributor feedback, market trends, and sales performance.Job Specifications:NISM V A certification is a must.Work experience is preferred, but we are also open to considering enthusiastic freshers who are willing to transition into Sales & Relationship Management for the Mutual Fund industry.Monthly gross salary budget: 30,000 to 35,000, depending on candidate fitment.
Not specified
0.0 - 0.0 Lacs P.A.
On-site
Full Time
Not specified
0.0 - 0.0 Lacs P.A.
On-site
Full Time
Not specified
0.0 - 0.0 Lacs P.A.
On-site
Full Time
1. Are weekends off?
A. Yes, typically a 5-day work week.
2. Do they conduct yearly appraisals?
A. Yes, based on performance and contribution.
3. Do they offer WFH permanently?
A. Some roles do, especially post-COVID policies.
4. Do they work with international clients?
A. Yes, clients span across the US, Europe, and Asia.
5. How is the team environment?
A. Friendly, collaborative, and mentorship-driven.
6. Is on-site opportunity available?
A. Yes, long-term and short-term onsite opportunities exist.
7. Is there work pressure?
A. Depends on the project, but generally manageable.
8. What are the perks and benefits?
A. Health insurance, paid leaves, and learning budgets.
9. What is the dress code?
A. Smart casuals, formal wear is needed for client meetings.
10. What tools do they use?
A. Jira, Confluence, Git, Jenkins, and others depending on project.
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